Civic Intelligence

Charitable Gift Planners of West Virginia

EIN 38-3659777 • 501(c)3 • Charleston, WV

Profile

Promote planned giving awareness

PO Box 11695Charleston, WV 25339

www.charitablegiftplannerswv.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

93rd percentile

105%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

57th percentile

4.4%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$5,012

Up $2,572 (+105%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$5,012

Up $2,572 (+105%) from 2020

Operations
Liabilities / Revenue61st percentileNet Margin85th percentile

Revenue

Up

$7,150

Up $300 (+4.4%) from 2020

Expenses

Down

$4,578

Down $2,251 (-33%) from 2020

Net Income

Up

$2,572

Up $2,551 (+12148%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2011: $18,957Liabilities 2011: $02011Assets 2012: $16,062Liabilities 2012: $02012Assets 2013: $16,549Liabilities 2013: $0Net Assets 2013: $16,5492013Assets 2016: $5,896Liabilities 2016: $0Net Assets 2016: $5,8962016Assets 2017: $2,420Liabilities 2017: $0Net Assets 2017: $2,4202017Assets 2018: $671Liabilities 2018: $0Net Assets 2018: $6712018Assets 2019: $2,419Liabilities 2019: $0Net Assets 2019: $2,4192019Assets 2020: $2,440Liabilities 2020: $0Net Assets 2020: $2,4402020Assets 2021: $5,012Liabilities 2021: $0Net Assets 2021: $5,0122021

Highlighted filing

2021

Assets$5,012
Liabilities$0
Net Assets$5,012
Open 2021 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10KRevenue 2011: $11,477Expenses 2011: $17,985Net Income 2011: -$6,5082011Revenue 2012: $11,890Expenses 2012: $14,785Net Income 2012: -$2,8952012Revenue 2013: $13,025Expenses 2013: $12,538Net Income 2013: $4872013Revenue 2016: $8,630Expenses 2016: $13,728Net Income 2016: -$5,0982016Revenue 2017: $9,300Expenses 2017: $12,776Net Income 2017: -$3,4762017Revenue 2018: $7,510Expenses 2018: $9,259Net Income 2018: -$1,7492018Revenue 2019: $8,154Expenses 2019: $6,406Net Income 2019: $1,7482019Revenue 2020: $6,850Expenses 2020: $6,829Net Income 2020: $212020Revenue 2021: $7,150Expenses 2021: $4,578Net Income 2021: $2,5722021

Highlighted filing

2021

Revenue$7,150
Expenses$4,578
Net Income$2,572
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,012
Liabilities
$0
Net assets
$5,012
Revenue
$7,150
Expenses
$4,578
Net income
$2,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$7.15$4.58$2.57
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$6.85$6.83$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$8.15$6.41$1.75
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$7.51$9.26$1.75
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$9.30$12.8$3.48
2016Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$8.63$13.7$5.10
2013Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$13.0$12.5$0.49
2012Summary only. Only limited summary data is available for this year.$16.1$0.00$11.9$14.8$2.90
2011Summary only. Only limited summary data is available for this year.$19.0$0.00$11.5$18.0$6.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Gross Receipts
$7,150
Mission and Program Overview

Mission

Promote planned giving awareness

Program Services

DescriptionGrantsExpenses
Promotion and advancement of planned giving issues, education and professional expertise of members-$4,578
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey TaylorPast President-$0--
Michael BellPresident-$0--
Susan GravesTreasurer-$0--
Jane PowellVice President-$0--
Brett WhiteDirector-$0--
Myra HoganSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Charitable Gift Planners of West Virginia
EIN
38-3659777
Address
PO Box 11695, Charleston, WV 25339

Signing Officer

Name
Susan Graves CPA
Title
Treasurer
Phone
3045499942
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Susan Graves CPA Tax & Accounting
Address
2102 21st Street, Nitro, WV 25143
Preparer
Susan Graves CPA
Phone
3045499942
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBusiness registration fees 25Membership and dues 250Website 595Office supplies 59”

Raw XML Appendix157 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Susan Graves CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum03043426972
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 11695
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charleston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd025339
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02440
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05012
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02572
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03360
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02440
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05012
IRS990EZ/GrossReceiptsAmt07150
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07150
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02440
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05012
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02440
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05012
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeffrey Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael Bell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Susan Graves
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jane Powell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brett White
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Myra Hogan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0929
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote planned giving awareness
IRS990EZ/PrintingPublicationsPostageAmt0289
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promotion and advancement of planned giving issues, education and professional expertise of members
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04578
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WV
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04578
IRS990EZ/TotalProgramServiceExpensesAmt04578
IRS990EZ/TotalRevenueAmt07150
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.charitablegiftplannerswv.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08154
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038964
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt038964
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08154
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09300
IRS990ScheduleA/Total509Grp/TotalAmt038964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09300
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt038964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBusiness registration fees 25Membership and dues 250Website 595Office supplies 59
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Graves CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03045499942
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charitable Gift Planners of West Virginia
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0383659777
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 11695
ReturnHeader/Filer/USAddress/CityNm0Charleston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025339
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474353165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan Graves CPA Tax & Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02102 21st Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nitro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025143
ReturnHeader/PreparerPersonGrp/PhoneNum03045499942
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan Graves CPA
ReturnHeader/ReturnTs02022-11-12T12:44:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Graves
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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